Scott McClatchey
Senior Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ at Ballast Rock Private Wealth
- Role
- Senior Wealth Advisor and Cfp at Ballast Rock Private Wealth
- Location
- Carlsbad, CA, US
- LinkedIn followers
- 500 followers
About Scott McClatchey
CERTIFIED FINANCIAL PLANNER™ providing financial planning, investment management, and wealth management services to individuals, families, professionals, business owners & executives.Specialties: CFP, financial planning, wealth management, investment advice, retirement planning, rollovers, insurance assessment, portfolio design, asset allocation, wealth preservation, tax planning, portfolio management, risk management, fee-based advisory, consulting.
Experience
Senior Wealth Advisor and Cfp
Oct 2023 — Present · Carlsbad, CA, US
I provide investment, wealth management, and financial planning services to individuals and families.
Education
University of Illinois Urbana-Champaign
Master's Degree, Electrical Engineering
1982 — 1984
University of Illinois Urbana-Champaign
Bachelor's Degree, Electrical Engineering
1978 — 1982
UCLA Anderson School of Management
Master of Business Administration (M.B.A.), Business Administration and Management
1998 — 2000
Skills
- Business Development
- Wealth Management
- Long-Term Care
- Financial Planners
- Investment Advisory
- Term Life Insurance
- Personal Finance
- Life Insurance
- Asset Managment
- Finance
- Fixed Annuities
- Wealth Management Services
- Strategy
- Asset Allocation
- Mutual Funds
- Risk Management
- Insurance
- Financial Analysis
- Investment Strategies
- Series 7
- Investment Management
- Financial Modeling
- Financial Planning
- Etfs
- Small Business
- Retirement Planning
- Series 63
- Securities
- Estate Planning
- Wealth Preservation
- Retirement
- Strategic Financial Planning
- Financial Advisory
- Wealth
- Asset Management
- Portfolio Management
- Certified Financial Planner
- 401k
- Investments
- Disability Insurance
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.